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Timothy J. Doherty
About | Practice Areas
Law Office of Timothy J. Doherty
10 Crater Lake Ave Medford, OR 97504» view map
Estate Law
Experience You Can Trust

The topic of wills and trusts can be confusing, but my job is to help you decide what’s right for you. Call me to set up a free consultation.

800-878-0640
1. Timothy J. Doherty Medford, OR
  Attorney at Law- OR
  Empire College School of Law, J.D. 2012
2. AboutLaw Office of Timothy J. Doherty
  Experience You Can Trust
3. Practice AreasExpertise
  Estate
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Derek Hews

Real Estate, Wills & Probate, Trusts, Criminal

Status: In Good Standing Licensed: 24 Years

CONTACT

204 Ellsworth St SW, Albany, OR 97321

David B Beckham

Real Estate, Wills & Probate, Trusts, Estate

Status: In Good Standing Licensed: 50 Years

CONTACT

319 6Th Ave SW, Albany, OR 97321

Dell A Alexander

Estate, Real Estate, Wills & Probate, Trusts

Status: In Good Standing Licensed: 49 Years

CONTACT

507 Washington St Sw, Albany, OR 97321

Dustan E Johnson

Trusts, Estate, Divorce, Divorce & Family Law, Criminal

Status: In Good Standing Licensed: 46 Years

CONTACT

2225 Pacific Blvd SE, Albany, OR 97321

Janice E Hatton

Social Security, Trusts, Estate, Elder Law

Status: In Good Standing Licensed: 34 Years

CONTACT

777 High Street, Eugene, OR 97401

Lauren Louise Craig

Trusts, Estate, Family Law, Divorce & Family Law

Status: In Good Standing Licensed: 27 Years

CONTACT

270 Rockridge Ct, Eugene, OR 97405

Megan Elise Salsbury-Thayer

Trusts, Contract, Estate

Status: In Good Standing Licensed: 12 Years

CONTACT

1991 Garden Ave, Eugene, OR 97403

Ian T Richardson

Trusts, Estate Planning, Estate, Business

Status: In Good Standing Licensed: 27 Years

CONTACT

975 Oak St, Eugene, OR 97401

Barry Rubenstein

International, Trusts, Estate, Business

Status: Inactive Licensed: 56 Years

CONTACT

Eugene, OR 97440

Patricia Lockary Chapman

Real Estate, Intellectual Property, Trusts, Business

Status: In Good Standing Licensed: 42 Years

CONTACT

975 Oak St, Eugene, OR 97401

800-923-0641

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LEGAL TERMS

GRANTOR

Someone who creates a trust. Also called a trustor or settlor.

GROSS ESTATE

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of prob... (more...)

For federal estate tax filing purposes, the total of all property owned at death, without regard to any debts or liens against the property or the costs of probate. Taxes are due only on the value of the property the person actually owned (the net estate) plus the amount of any taxable gifts made during life. In a few states, the gross estate is used when computing attorney fees for probating estates; the lawyer gets a percentage of the gross estate.

LIFE BENEFICIARY

A person who receives benefits, under a trust or by will, for his or her lifetime. For an example, see AB trust.

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

TRUST MERGER

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separati... (more...)

Under a trust, the situation that occurs when the sole trustee and the sole beneficiary are the same person or institution. Then, there's no longer the separation between the trustee's legal ownership of trust property from the beneficiary's interest. The trust 'merges' and ceases to exist.

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to o... (more...)

A federal law passed to protect pension rights. ERISA: sets minimum standards for pension plans, guaranteeing that pension rights cannot be unfairly denied to or taken from a worker provides some protection for workers in the event certain types of pension plans cannot pay the benefits to which workers are entitled, and requires that employers provide full and clear information about employees' pension rights, including the way pension benefits accumulate, how the company invests pension funds, and when and how pension benefits can be collected.

NONPROBATE

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surv... (more...)

The distribution of a deceased person's property by any means other than probate. Many types of property pass free of probate, including property left to a surviving spouse and property left outside of a will through probate-avoidance methods such as pay-on-death designations, joint tenancy ownership, living trusts and life insurance. Property that avoids probate is sometimes described as the 'nonprobate estate.' Nonprobate distribution may also occur if the deceased person leaves an invalid will. In that case, property will pass according to the particular state's laws of intestate succession.

GENERATION-SKIPPING TRANSFER TAX

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 ... (more...)

A federal tax imposed on money placed in a generation-skipping trust. Currently, there is a $1 million exemption to the GSTT; that is, each person may leave $1 million in a generation-skipping trust free of this tax. The GSST is imposed when the middle-generation beneficiaries die and the property is transferred to the third-generation beneficiaries. Every dollar over $1 million is subject to the highest existing estate tax rate--currently 55%--at the time the GSTT tax is applied.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

SAMPLE LEGAL CASES

MARRIAGE OF BROWN

... Husband appeals from a dissolution judgment awarding wife spousal support from husband's interests in two family trusts created by husband's father and grandmother. ... In this appeal, the dispute concerns the disposition of two family trusts of which husband is a beneficiary. ...

Connall v. Felton

... ORS 93.020(1). Plaintiff does not contend that the decedent created an express trust when she deeded the property to defendant. Implied trusts fall into two categories: constructive trusts and resulting trusts. Shipe et al, 206 Or. at 562, 292 P.2d 123. ...

TRUSTS OF VIEANNA ELEANOR ANDERSON TRUST DATED MAY 20, 1987 v. Anderson

275 P.3d 1017 (2012). 248 Or. App. 755. TRUSTS OF VIEANNA ELEANOR ANDERSON TRUST DATED MAY 20, 1987 v. ANDERSON. A146802. Court of Appeals of Oregon. March 7, 2012. Affirmed without opinion.

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Vida Trusts Lawyer, Oregon

Sponsored Law Firm

Law Office of Timothy J. Doherty

SPONSORED LAWYERS

Derek Hews

David B Beckham

Dell A Alexander

Dustan E Johnson

Janice E Hatton

Lauren Louise Craig

Megan Elise Salsbury-Thayer

Ian T Richardson

Barry Rubenstein

Patricia Lockary Chapman

TIPS

LEGAL TERMS

GRANTOR

GROSS ESTATE

LIFE BENEFICIARY

SUCCESSOR TRUSTEE

TRUST MERGER

EMPLOYEE RETIREMENT INCOME SECURITY ACT OF 1974 (ERISA)

NONPROBATE

GENERATION-SKIPPING TRANSFER TAX

PER STIRPES

SAMPLE LEGAL CASES

MARRIAGE OF BROWN

Connall v. Felton

TRUSTS OF VIEANNA ELEANOR ANDERSON TRUST DATED MAY 20, 1987 v. Anderson

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